Smallwood Wealth Investment Management, LLC Q4 2025 Filing
Filed January 23, 2026
Portfolio Value
$191.0M
Holdings
521
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (521 positions)
| Stock | Value |
|---|---|
ITOTISHARES TR | $51.4M |
AAPLAPPLE INC | $12.6M |
VTIVANGUARD INDEX FDS | $10.1M |
VOEVANGUARD INDEX FDS | $7.9M |
FRDMEA SERIES TRUST | $6.0M |
ICEINTERCONTINENTAL EXCHANGE IN | $5.6M |
HELOJ P MORGAN EXCHANGE TRADED F | $5.5M |
CGDGCAPITAL GROUP DIVIDEND VALUE | $5.4M |
PULSPGIM ETF TR | $4.6M |
CGGOCAPITAL GROUP GBL GROWTH EQT | $4.0M |
MMITNEW YORK LIFE INVTS ACTIVE E | $4.0M |
DWMWISDOMTREE TR | $3.9M |
VDEVANGUARD WORLD FD | $2.9M |
JPMJPMORGAN CHASE FINL CO LLC | $2.8M |
4I1PHILIP MORRIS INTL INC | $2.6M |
NVDANVIDIA CORPORATION | $2.5M |
GUNRFLEXSHARES TR | $2.5M |
MSFTMICROSOFT CORP | $2.4M |
GOOGALPHABET INC | $2.3M |
JEPQJ P MORGAN EXCHANGE TRADED F | $2.0M |
MUBISHARES TR | $1.9M |
JCPBJ P MORGAN EXCHANGE TRADED F | $1.8M |
RZVINVESCO EXCHANGE TRADED FD T | $1.8M |
RWRSPDR SERIES TRUST | $1.8M |
IBMINTERNATIONAL BUSINESS MACHS | $1.7M |
XOMEXXON MOBIL CORP | $1.5M |
SCHFSCHWAB STRATEGIC TR | $1.3M |
JEPIJ P MORGAN EXCHANGE TRADED F | $1.3M |
PGPROCTER AND GAMBLE CO | $1.2M |
VOOVANGUARD INDEX FDS | $1.0M |
AMZNAMAZON COM INC | $934K |
BRBROADRIDGE FINL SOLUTIONS IN | $840K |
NFLXNETFLIX INC | $713K |
AVGOBROADCOM INC | $670K |
CVXCHEVRON CORP NEW | $648K |
JPMJPMORGAN CHASE & CO. | $647K |
DISDISNEY WALT CO | $626K |
HDHOME DEPOT INC | $608K |
PGNYPROGYNY INC | $602K |
VEUVANGUARD INTL EQUITY INDEX F | $598K |
CATCATERPILLAR INC | $589K |
MDLZMONDELEZ INTL INC | $572K |
ABBVABBVIE INC | $562K |
ORCLORACLE CORP | $508K |
JNJJOHNSON & JOHNSON | $497K |
LQDISHARES TR | $490K |
NJRNEW JERSEY RES CORP | $489K |
PEGPUBLIC SVC ENTERPRISE GRP IN | $443K |
PLTRPALANTIR TECHNOLOGIES INC | $439K |
TAT&T INC | $425K |
METAMETA PLATFORMS INC | $425K |
IWMISHARES TR | $417K |
FSCOFS CREDIT OPPORTUNITIES CORP | $414K |
JPIBJ P MORGAN EXCHANGE TRADED F | $395K |
FBTCFIDELITY WISE ORIGIN BITCOIN | $384K |
DWDMORGAN STANLEY | $365K |
BMYBRISTOL-MYERS SQUIBB CO | $354K |
PEPPEPSICO INC | $343K |
MRKMERCK & CO INC | $340K |
BIVVANGUARD BD INDEX FDS | $337K |
SPYVSPDR SERIES TRUST | $331K |
VLYVALLEY NATL BANCORP | $326K |
WPMWHEATON PRECIOUS METALS CORP | $317K |
MOALTRIA GROUP INC | $311K |
MTBM & T BK CORP | $306K |
GOOGLALPHABET INC | $302K |
BABOEING CO | $296K |
AMGNAMGEN INC | $289K |
CLCOLGATE PALMOLIVE CO | $280K |
JLLJONES LANG LASALLE INC | $274K |
AXPAMERICAN EXPRESS CO | $264K |
LINLINDE PLC | $258K |
WMTWALMART INC | $257K |
CMCSACOMCAST CORP NEW | $249K |
VVISA INC | $222K |
MCDMCDONALDS CORP | $220K |
LLYELI LILLY & CO | $216K |
GQ9SPDR GOLD TR | $208K |
BACVERIZON COMMUNICATIONS INC | $204K |
BXBLACKSTONE INC | $200K |
SHOPSHOPIFY INC | $200K |
IBITISHARES BITCOIN TRUST ETF | $198K |
NXJNUVEEN NEW JERSEY QULT MUN F | $194K |
FSKFS KKR CAP CORP | $193K |
MSIMOTOROLA SOLUTIONS INC | $188K |
CPRXCATALYST PHARMACEUTICALS INC | $186K |
RTXRTX CORPORATION | $181K |
AQLTISHARES TR | $178K |
IVTINVENTRUST PPTYS CORP | $171K |
LMTLOCKHEED MARTIN CORP | $171K |
XLKSELECT SECTOR SPDR TR | $167K |
ADPAUTOMATIC DATA PROCESSING IN | $162K |
CSCOCISCO SYS INC | $158K |
TRVTRAVELERS COMPANIES INC | $151K |
WFCWELLS FARGO CO NEW | $150K |
CHDCHURCH & DWIGHT CO INC | $149K |
LOWLOWES COS INC | $147K |
MRVLMARVELL TECHNOLOGY INC | $142K |
AVUVAMERICAN CENTY ETF TR | $141K |
SPYSPDR S&P 500 ETF TR | $137K |
Page 1 of 6Next